What does the company do well? The user interface is the easiest sale CRM to use that I have ever seen. This is big for training, getting people to use it immediately, you can drag and drop the views how you like, add custom fields, and the reminder features for appointments are great - it sends you an email and SMS message when your appt is upcoming so you do not miss a sale or appt. Lastly, it's affordable.
What does the company not do well? I have not used the email service they have when it launched I did not like it so I stuck with my other service provider. I would love it if there was integrated billing and invoicing to truly track everything in one place like accurate client values and send out customized proposals or templates.
What do you wish you had known about the company before using? It was one of the first systems I started using and didn't really have a CRM. I was using Authorize.net as the CRM since that accurately tracked client sales and what the ordered.
Disclaimer: We spend hours researching and writing our articles and strive to provide accurate, up-to-date content. However, our research is meant to aid your own, and we are not acting as licensed professionals. We recommend that you consult with your own lawyer, accountant, or other licensed professional for relevant business decisions. Click here to see our full disclaimer.
Product or company names, logos, and trademarks referred to on this site belong to their respective owners.